Deal History

100+ total transactions — 10 tracked below spanning 2021–2024 · 5 industries

100+
Total Transactions
5
Industries
2021–2024
Years Active
Business Services1
Sale of Cimarron Of California via Employee Buyout2024
Acquired by: Employee Buyout

Handled buy and sell side of the employee buyout transaction for Cimarron Of California.

Sell SideSell Side Advisor
Construction & Engineering3
Sale of Sacramento Sandblasting & Painting2024
Acquired by: Private Investor

Handled buy and sell side of the transaction for Sacramento Sandblasting & Painting sale to a private investor.

Sell SideSell Side Advisor
Sale of ECCO Engineering & Construction Company2024
Acquired by: Private Investor

Handled buy and sell side of the transaction for ECCO Engineering & Construction Company sale to a private investor.

Sell SideSell Side Advisor
Sale of Big Air Heating & Air Conditioning to Bonney Plumbing, Electrical, Heating and Air2021
Strategic acquirer: Bonney Plumbing, Electrical, Heating and Air

Exclusive sell-side advisor on the sale of Big Air Heating & Air Conditioning, an award-winning HVAC company based in Concord, CA, to Bonney Plumbing, Electrical, Heating and Air, a home services company headquartered in Rancho Cordova, CA.

Sell SideSell Side Advisor
Consumer Products1
Sale of Golf Carts of Lincoln2024
Acquired by: Private Investor

Handled buy and sell side of the transaction for Golf Carts of Lincoln sale to a private investor.

Sell SideSell Side Advisor
Distribution & Logistics3
Sale of Interstate Business Forms2024
Acquired by: Private Investor

Handled buy and sell side of the transaction for Interstate Business Forms sale to a private investor.

Sell SideSell Side Advisor
Sale of Auburn Tire Service2024
Acquired by: Private Investor

Handled buy and sell side of the transaction for Auburn Tire Service sale to a private investor.

Sell SideSell Side Advisor
Sale of FilterSource2024
Acquired by: Private Investor

Handled buy and sell side of the transaction for FilterSource sale to a private investor.

Sell SideSell Side Advisor
Discrete Manufacturing2
Sale of Walker Woodworks2024
Acquired by: Private Investor

Handled buy and sell side of the transaction for Walker Woodworks sale to a private investor.

Sell SideSell Side Advisor
Sale of Cedar Mountain Industries2024
Acquired by: Private Investor

Handled buy and sell side of the transaction for Cedar Mountain Industries sale to a private investor.

Sell SideSell Side Advisor